See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 41-1416330 | Investment Management | $22,500 |
TIAA2 years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,175 | $56,485+4.8% | $185,823-68.2% | $86,799-31.8% |
| Participation rate | 99.1% | 65.5%+33.6pp | 81.7%+17.4pp | 72.3%+26.8pp |
| Annual return | 12.93% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $5,761 | $1,843+212.6% | $5,167+11.5% | $2,405+139.5% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $11 | $150-92.4% | $16,237-99.9% | $170-93.3% |